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CIK: 0002011314
Total reported value
$866.4M
$866.4M
193 檔
0.0%
During the Q2 2024 filing period, LM Advisors LLC (CIK: 0002011314) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $866.4M across 193 reported positions.
During Q2 2024, LM Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | Stock-Healthcare | — | -0.02% | -100.00% | |
| 2 | ADBE | Adobe Inc | Stock-Tech | — | +0.02% | -100.00% | |
| 3 | AMD | Advanced Micro Devices, Inc. | Stock-Tech | — | — | — | |
| 4 | DIVD | Altrius Global Dividend ETF | ETF-Other | — | -0.55% | -100.00% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | — | +3.33% | -100.00% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | — | +1.16% | -100.00% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | — | +2.58% | -100.00% | |
| 8 | AXP | American Express Co | Stock-Financials | — | +0.05% | -100.00% | |
| 9 | AMT | American Tower CORP | Stock-Real Estate | — | — | -100.00% | |
| 10 | AMP | Ameriprise Financial Inc | Stock-Financials | — | — | -100.00% | |
| 11 | AAPL | Apple Inc | Stock-Tech | — | +1.72% | -100.00% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | — | -0.02% | EXIT | |
| 13 | ADSK | Autodesk Inc | Stock-Tech | — | — | -100.00% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | — | -0.45% | -100.00% | |
| 15 | BNY | Bank Of New York Mellon CORP | Stock-Financials | — | — | -100.00% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | — | +0.78% | -100.00% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | — | +2.39% | -100.00% | |
| 18 | BLK | BlackRock, Inc. | Stock-Financials | — | — | -100.00% | |
| 19 | BLKCHF | Blackrock Inc | Stock-Other | — | — | -100.00% | |
| 20 | BLW | Blackrock LTD Durat Inc Tr | Stock-Other | — | — | -100.00% | |
| 21 | MUC | Blackrock Munihold Ca Qlty | Stock-Other | — | — | -100.00% | |
| 22 | BX | Blackstone Inc | Stock-Financials | — | -0.10% | -100.00% | |
| 23 | BSTZ | Blackrock Sci & Tech Trm Tr | Stock-Other | — | -0.49% | -100.00% | |
| 24 | BTX | Blackrock Tech & Priv Eqty | Stock-Other | — | — | -100.00% | |
| 25 | BXSL | Blackstone Secured Lending F | Stock-Financials | — | -0.30% | -100.00% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | — | +0.01% | -100.00% | |
| 27 | AVGO | Broadcom Inc. | Stock-Tech | — | — | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | — | -0.01% | -100.00% | |
| 29 | C | Citigroup Inc | Stock-Financials | — | — | -100.00% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | — | -0.09% | -100.00% | |
| 31 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | — | -0.66% | -100.00% | |
| 32 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | — | -0.55% | -100.00% | |
| 33 | COP | Conocophillips | Stock-Energy | — | -0.01% | -100.00% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | — | +0.48% | -100.00% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | — | +0.11% | -100.00% | |
| 36 | CCI | Crown Castle Inc. | Stock-Real Estate | — | — | — | |
| 37 | DELL | Dell Technologies Inc. | Stock-Tech | — | — | — | |
| 38 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | — | +0.18% | -100.00% | |
| 39 | ✓ | Direxion Shs ETF Tr | ETF-Other | — | — | — | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | — | -0.05% | -100.00% | |
| 41 | DIS | The Walt Disney Company | Stock-Comm Services | — | — | — | |
| 42 | DG | Dollar General Corporation | Stock-Consumer Staples | — | — | — | |
| 43 | EW | Edwards Lifesciences CORP | Stock-Healthcare | — | — | -100.00% | |
| 44 | EFSC | Enterprise Financial Service | Stock-Other | — | -0.09% | -100.00% | |
| 45 | ESS | Essex Property Trust Inc | Stock-Real Estate | — | +0.11% | -100.00% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | — | -0.02% | -100.00% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | — | +0.76% | -100.00% | |
| 48 | ✓ | Meta Platforms Inc | Stock-Other | — | — | — | |
| 49 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | — | -0.06% | -100.00% | |
| 50 | HISF | First Trust High Income Strategic Focus ETF | ETF-Other | — | — | -100.00% |
According to official SEC Form 13F filings, LM Advisors LLC reported a total U.S. public equity portfolio value of $866.4M across 193 disclosed positions in Q2 2024.
During Q2 2024, LM Advisors LLC's top holdings by market value included ABT (0.0%)、ADBE (0.0%)、AMD (0.0%). The largest single position, ABT, represented 0.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ABT, ADBE, AMD) accounted for 0.0% of total reported equity market value during Q2 2024.
In Q2 2024, LM Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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